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Five Eleven Partners

Five Eleven Partners. CRD 334002

Five Eleven Partners logo

CRD: 334002

Five Eleven Partners

Garden City, NY, 11530
9176851360
www.five11partners.com
$162.7M Total AUM
$162.7M Disc. AUM
-- 3Y CAGR
7 Employees
5 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
11-01-2024
Office Locations
2

Office Locations

1044 Franklin Avenue Suite 205 Garden City NY
5 Revere Dr. Suite 200 Northbrook IL

About Five Eleven Partners

Five Eleven Partners delivers a bespoke single-family office experience for ultra-high-net-worth families, integrating wealth management (estate/succession and tax planning), financial services (centralized balance sheet, bill pay, privacy/cybersecurity), and portfolio oversight. The investment program blends strategic/tactical active management with tax- and fee-efficient passive implementation and leverages a deep private-markets network, serving a limited number of families.

Team overview

-- AVG AGE
$40.7M AVG AUM / ADVISOR
$32.5M AVG AUM / CLIENT
1.1 yrs AVG TENURE
7 Employees
4 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Frontier radial Timber insight Eagle Peak Catalyst Summit summit

Client Personas

Quantum quantum Atlas element

Custodian

Fusion Catalyst Atlas Radial unison

Investment Themes

Atlas Alpha focus

Investment Vehicles

Signal harbor

Services

Unison wave Ridge Beacon quantum Matrix pathway Value

Owner & Executives

A

ANDREW TAYLOR CROFTON

Chief Executive Officer, Managing Member

CRD
#2504659
Ownership
50% but less than 75%
(651) 872-3843
vital.vital@summitcapital.com
in linkedin.com/in/bridge-momentum
W

WINFIELD SCOTT ESSEX

President

CRD
--
Ownership
25% but less than 50%
(748) 493-7178
capital.radial@northcapital.com
in linkedin.com/in/ridge-fusion
A

Atlas ridge

Capital horizon

CRD
#82755
Ownership
28.4%
(319) 614-1746
momentum.legacy@momentumcapital.com
in linkedin.com/in/oak-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-21-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $162,745,852 $4,520,718
Non-Discretionary $0 --
Total $162,745,852 $4,520,718

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Separately Managed Accounts

Total SMA Asset: $162,745,852

$162.7M Total SMA
Equity - Exchange:
10.3%
Private Funds:
12.7%
Public Funds:
8.5%
Cash:
21.1%
Municipal Bonds:
22.1%
U.S. Government/Agency:
25.3%
Asset class Assets Assets %
Equity - Exchange $609,032,420 10.3%
Private Funds $750,942,887 12.7%
Public Funds $502,599,570 8.5%
Cash $1,247,629,521 21.1%
Municipal Bonds $1,306,758,882 22.1%
U.S. Government/Agency $1,495,972,839 25.3%
Total $5,912,936,119 100.0%

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